The Choice Group Wealth Management, a wealth management firm in Melville, N.Y., with $420 million of client brokerage and advisory assets, has joined LPL Financial’s broker-dealer and hybrid RIA platforms, LPL announced Tuesday.
The Choice Group is made up of advisors Ira Katz, Daniel McNicholas, John Scala and Bryce Wilinski. The firm specializes in serving clients nearing or in retirement with a focus on financial planning, including retirement planning, cash flow analysis and estate planning services.